Meridian Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Meridian Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$826K	Sell	10,061 -190	-2%	-$15.6K	0.03%	426
2026 Q1	$846K	Sell	10,251 -5,009	-33%	-$415K	0.03%	385
2025 Q4	$1.26M	Sell	15,260 -993	-6%	-$82.3K	0.04%	303
2025 Q3	$1.35M	Buy	16,253 +101	+0.6%	+$8.35K	0.05%	274
2025 Q2	$1.34M	Buy	16,152 +1,961	+14%	+$162K	0.06%	260
2025 Q1	$1.17M	Sell	14,191 -29,438	-67%	-$2.42M	0.06%	259
2024 Q4	$3.58M	Buy	43,629 +17,716	+68%	+$1.46M	0.17%	131
2024 Q3	$2.15M	Buy	+25,913	New	+$2.14M	0.11%	175
2024 Q2	–	Sell	-18,831	Closed	-$1.54M	–	480
2024 Q1	$1.54M	Sell	18,831 -4,353	-19%	-$356K	0.26%	64
2023 Q4	$1.9M	Buy	+23,184	New	+$1.88M	0.12%	175

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meridian Wealth Management's SHY Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 1.9% in Q2 2026, selling an estimated $15.6K and leaving 10,061 shares worth $826K. The position accounts for 0.03% of the portfolio, ranked #426.

Meridian Wealth Management first reported a position in SHY in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.58M in Q4 2024. 1,210 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

Meridian Wealth Management held 10,061 shares of iShares 1-3 Year Treasury Bond ETF worth $826K as of Q2 2026.
Meridian Wealth Management sold 190 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.6K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #426 holding.
Meridian Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Meridian Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.58M in Q4 2024.
1,210 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.